# Aeluma Expects AI Datacom Ramps From 2028 and Plans MOCVD Purchase

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/56553
Published: 2026-11-13T10:40:30.000Z
Updated: 2026-11-13T10:40:30.000Z
Section: Business

> The company expects fiscal 2027 revenue from government research contracts and commercial nonrecurring engineering work.

Aeluma, Inc. (ALMU) expects larger AI datacom product ramps beginning in 2028 and plans to procure an AIXTRON MOCVD system to expand manufacturing capacity.

Near-term opportunities center on microdetectors and microemitters for “slow and wide” architectures. CEO Jonathan Klamkin described one approach as a “slow and wide transceiver concept for rack scale AI.”

Aeluma is working with Sumitomo Chemical Advanced Technologies and fabrication partners. Management says current internal capacity and partner commitments can meet needs for the foreseeable future. The company is also preparing to use 150- and 200-millimeter substrates.

For fiscal 2027, management expects revenue from government research and development contracts and commercial nonrecurring engineering (NRE) work. Aeluma had $53.9 million in cash and no debt, alongside a $3.8 million GAAP net loss and a $2.7 million adjusted EBITDA loss. Higher spending on staff, product development and operations contributed to the wider loss. Potential CHIPS funding remains subject to final agreements and conditions.

An earlier estimate of the [U.S. AI infrastructure build-out](<https://www.tokenpost.com/news/technology/31131>) put investment in data centers, power and chips at $10.3 trillion from 2025 through 2032.



## Links in this article

- [U.S. AI infrastructure build-out](https://www.tokenpost.com/news/technology/31131)
